ROACH INVESTMENT SERVICES

Overview

Roach Investment Services operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm is owned by an individual and focuses on providing financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. While the firm does not actively engage in ESG investing, it does participate in the sale of other financial products. Roach Investment Services caters primarily to individual and family clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices